Attachments can be added to your email template or to the email you are about to send. Add attachments to an email template so those attachments will be sent every time you use that template. 

File Size Limit = 15 MB (max per email)

How to add attachments

  1. Open the Playbooks menu
  2. Select 'Email Templates'
  3. Click on the desired email template
  4. Click on the paperclip below the body of the email template
  5. Select the desired file and click 'Open'
  6. Save the email template

When you need to add a specific attachment for a specific Person, you can add an attachment to an email before you send it. With the email task open:

  1. Select the paperclip
  2. Select the desired file and click 'Open'
  3. Save the email template
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